Human Interest Advisors LLC is an internet adviser based in San Francisco. It manages $232.27 million of regulatory assets for 21,122 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 45 other states.
Human Interest Advisors provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Human Interest Advisors LLC is $232.27 million. The firm's AUM has grown by 133% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Human Interest Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Human Interest Advisors is individuals with 21,122 clients and $232.27 million of assets under management. Among the 10 most similar advisory firms, Human Interest Advisors has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $232.27 million for 21,122 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Human Interest Advisors doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Human Interest Advisors LLC performs its advisory services is located at 300 Montgomery St., San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (415) 523-0405 or by fax (415) 523-0405. The normal business hours are office visits by appointment only on Other. You can find more information about the New York firm at twitter.com/humaninteresthq.